DAVID WILKENFELD, CPA, CA, canadian tax CONSULTANT

THE TAX ISSUE TAX ORGANIZER

Welcome to The Tax Issue Tax Organizer 2013!

 The Tax Issue Tax Organizer is a free PDF file that you can download and use as an accountant, to provide to your client, or as a client to use yourself to help organize the information you give to your tax preparer.

Simply download and print out the Organizer. Each page represents a section that will help you prepare your file for that topic. It starts with a list of the relevant documents you should submit to your tax preparer. Attach each page to a separate envelope or file folder containing the information and documents for that section.

Each page has a list of Do’s and Don’ts to help you to help your tax preparer as much as possible by providing only the information he needs without slowing him down.

Finally, each page contains a few tax tips to help guide you through the process.

Even if you prepare your own taxes, this is a great way to help you to organize your file.

Hope you enjoy using The Tax Issue Tax Organizer. Have a great tax season!

Leave a Reply

Your email address will not be published. Required fields are marked *